See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $140,661 | $124,425+13.0% | $112,040+25.5% | $137,256+2.5% |
| Participation rate | 85.7% | 79.3%+6.4pp | 76.5%+9.2pp | 80.0%+5.8pp |
| Annual return | 5.12% | 24.72%-19.6pp | 24.52%-19.4pp | 220.34%-215.2pp |
| Employer contribution / active EE | $2,013 | $3,411-41.0% | $2,954-31.8% | $4,156-51.6% |
| Participant deferral / active EE | $4,051 | $5,718-29.2% | $5,098-20.5% | $6,407-36.8% |
| Admin fee / account holder | $5,038 | $15,207-66.9% | $12,098-58.4% | $12,270-58.9% |